I am a private qualified investor.
I have been successfully investing in the stock markets for more than 10 years, since 2015 I have been receiving a stable income from investments in securities.
Correct assessment of companies and their shares, drawing up a balanced and effective investment portfolio is a complex and painstaking work that requires skills, experience and a lot of time. I am doing this for myself on my own and I want to share my experience in order to help you to create passive income which improves your wellness in future.
My service is the creation and maintenance of an investment portfolio.
Based on my information you will form an investment portfolio and adjust it when necessary. The information is not an individual investment recommendation, all decisions on the purchase or sale of securities are made by you independently. You create your own portfolio on your brokerage account. I have no access to your funds and only provide my knowledge.
Characteristics of portfolios.
US Stock Market Portfolio
Number of securities: more than 28 (the number varies)
Potential yield: more than 50% per annum Average
Annual return of the portfolio since 2015 (excluding dividends): 29% per annum
For comparison, the average annual return of the S&P500 index (SPX) since 2015: 12% per annum
Potential risk (subject to simultaneous drawdown on all securities): up to 28%
The maximum drawdown of the S&P500 index (SPX) over the past 6 years was 34%, and the drawdown of the US stock portfolio was 21%.
Russian Stock Market Portfolio
Number of securities: more than 25 (the number varies)
Potential profitability: more than 40% per annum
Average annual return of the portfolio since 2015 (excluding dividends): 24% per annum
For comparison, the average annual yield of the MICEX index (iMOEX) since 2015: 17% per annum
Potential risk (subject to simultaneous drawdown on all securities): up to 39%
The maximum drawdown of the MICEX index (iMOEX) over the past 6 years was 38%, and the drawdown of the Russian stock portfolio was 16%.